Square Integration: How to Connect Your Square Account to Jotform

how can i connect my square account to jotform

Hi Scott,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Let me walk you through it:

Connect your Square account on a form

1. Go to your form in Form Builder.
2. Click on Add Form Element on the upper-left side.
3. Open the Payments tab and search for Square.
4. Click or drag Square into your form to add the payment field.
5. In the Payment Settings panel that opens, choose a Mode (Test Mode for Sandbox, Live Mode for real payments).
6. Click on the blue Connect button and sign in to your Square account, then allow the requested permissions.
7. After a successful connection, the button will show that you are connected; then set up the rest of the options like Business Location, Payment Type (sell products, subscriptions, donations, or user-defined amounts), and Payment Methods (Credit Card, Apple Pay & Google Pay, Cash App Pay, ACH Bank Transfer, etc., depending on what you want to accept).
8. Configure any additional options you need, such as Customer Email, Authorization Only, Order Fulfillment Type (Pickup or Shipment), and Send Payment Receipt.
9. Click on Continue (for products/subscriptions) or Save (for donations or user-defined amounts) to finish the integration.

Optional: Reuse the same Square connection on other forms

1. Add a Square payment element again on another form.
2. Click on the plug icon in Payment Properties next to the Square label.
3. Set the Mode, give the connection a Connection Name, and Connect with Square once.
4. Click on Save, then configure Payment Type, Currency, Business Location, and other options as needed.

If you tell us whether you want one-time payments, subscriptions, ACH bank transfers, or Cash App/Apple Pay/Google Pay, we can give more tailored steps for that specific setup.

Give it a try and let us know how it goes.